A trusted benefits administrator for more than 40 years.

Transcription

1 A trusted benefits administrator for more than 40 years.

2 Total Administrative Services Corporation was founded on a simple belief with a big idea: regular people should be able to receive the tax advantages of large corporations. 60+ TIMES RECOGNIZED FOR INNOVATION AND PHILANTHROPY EFFORTS SINCE Million PEOPLE HAVE A TASC CARD After decades in the benefits administration industry, our conviction is stronger than ever. Why? Because we know that we all benefit when Americans have more money $30 Billion SAVED IN TAXES BY TASC CUSTOMERS AND PARTICIPANTS to spend, when they invest in their health, when they have the tools to support their families, and when they give back. We re proud to help more than 72,000 organizations offer benefit accounts to millions of their employees all across the We help others by giving back. Helping people is why our business started and it s still at the heart of all we do. TASC Cares represents our $1.6 MILLION+ DONATED BY TASC AND ITS EMPLOYEES IN THE LAST YEAR 14 Million REQUESTS FOR REIMBURSEMENT ANNUALLY US. That s a lot of money saved, a lot of people helped, and a lot of good to share. TO LEARN MORE ABOUT OUR TASC STORY, FLIP TO THE BACK COVER. long-standing commitment to philanthropy and giving back to our communities. From charitable contributions to sponsoring employee volunteer efforts, we lead by example and inspire a culture of giving. 34,080 PAID VOLUNTEER HOURS AVAILABLE TO EMPLOYEES EACH YEAR (UP TO 40 HOURS PER FULL-TIME EMPLOYEE PER YEAR)

3 Our commitment to excellence and innovation extends far beyond the clients we serve. Universal Benefit Account We help organizations of all sizes focus more on employees and culture and less on administrative tasks. We listen to employers and their employees and respond with innovative solutions that integrate technology, tailored customer service, and quick, transparent processing. No matter how the industry changes or your needs evolve, we ll be here to listen and grow alongside you. A SERIES OF FIRSTS Take pride in choosing a groundbreaking benefits solution that returns value to your organization. Universal Benefit Account is a simple, intuitive way to manage benefits that are designed around how people actually think, rather than overcomplicated rules. We have maximized the commonalities between benefits to minimize the hassle of managing accounts across different platforms which means you remain compliant regardless of what, or how many, benefit plans you select. Universal Benefit Account is the smartest, most secure way to deliver benefits and our straightforward pricing structure makes it easy to buy and manage. That means you have access to features that matter, whether you are an organization of one or one million. WE OFFER: SMART PARTICIPANT EXPERIENCES. Account balances and information are transparent and accessible where and when they need it. First TPA to offer a cash account on a benefits card First TPA to offer decline protection for HRA and FSA First TPA to offer reimbursement requests via text message and one of the first mobile apps to allow that feature SEAMLESS BENEFIT CONNECTION. No matter how many accounts you have, you only need one TASC Card, one mobile app, one website, one phone number to call with questions. ROBUST SECURITY AND CONFIDENCE. The TASC Card will never be declined and our compliance services offer a money back and audit guarantee and a hold harmless agreement. ABILITY TO GIVE BACK. Every customer automatically receives the workplace giving administration benefit, GiveBack. It s a free benefit that allows employees to select charities, donate directly or via payroll deduction, and receive one consolidated tax statement at the end of the year. First TPA to priority-queue calls and transactions based on special service needs First TPA to offer a Compliance Dashboard to test level of compliance with benefit laws First TPA to offer one platform for more than 50 accounts with one user experience, one card, and one website Smart. Easy. Connected.

4 We re committed to the fact that we are regular people helping regular people. With more than 1,000 employees and close to 10,000 distributors located around the country, TASC has the best of both worlds: national exposure with local presence in every state. We hire bright and talented people with the experience and know-how to offer great service and handle benefits administration and compliance. We are always looking for employees who can think up new ways to make benefits feel more like benefits. 5,800+ TOTAL YEARS OF EMPLOYEE EXPERIENCE TASC STRIVES TO BE THE BEST We re proud of our history of continued innovation, service, and helping everyone succeed. Our awards and recognitions serve as endorsements for our reliability and longevity. ONE PLANET ONE PLANET THE GOLDEN BRIDGE BEST in BIZ PILLAR WORLD EXECUTIVE OF THE YEAR 2017 MOST AWARDED 2017 GOLD: Kathy Blumenfeld, Female Product or Program Professional of the Year 2017 SILVER: Pam Reynolds, Business Development Executive of the Year 2017 GOLD: Compliance Central Dashboard 2017 BRONZE: Most Socially Responsible Company of the Year GOLD: Best Products and Services of the Year: ACA Employer Reporting 2018 & 2019: Cliff Mason, President

5 OUR STORY It started with a desire to help a friend. In 1975, our founder discovered an easy way for regular people to receive the tax advantages of large corporations. In the process, he brought simplicity to one of the most complicated systems in the world: the US tax code. His solution worked so well, he continued to invent products that transformed the lives of farmers and other entrepreneurs, their families, and their communities. Total Administrative Services Corporation has grown from one entrepreneur to a team of more than 1,000. We re still in the life-changing business. But over the years, unpredictable rules and legislation and hundreds of products from hundreds of companies have brought complexity and confusion to an industry that began with the intention of simplicity. We all reacted with products and evolving systems. Reacting isn t good enough. It s time for a reinvention. To begin our next 40-year journey, we ve returned to our founding spirit. We ve discovered a new way to remove complexity, a new way to help Americans pay less tax and invest more in their health and prosperity. We have built the smartest, most intuitive, most secure way to deliver benefits from the ground up. We ve harnessed technology and service like no one else in health and welfare: we have integrated all employee benefits in one easy-to-navigate place. Our clients will be secure. They will be compliant. When legislation changes, it s our job to help them figure it out. TASC is committed to understanding our customers needs and ambitions and will configure a solution, whether they have one employee or one million. When Americans have more money to spend, when they invest in their health, when they have the tools to support their families, when they give back to their communities, when they save and grow, we all benefit INTERNATIONAL LANE, MADISON, WI TASCONLINE.COM TC